Replies to post #61550 on Savvy Trades and Investments

[SSKILLZ1]

NAII

I don't own the stock, but don't see the appeal of holding it. Will always get a low valuation because of the customer concentration. High margin part of the business is at minimum flat, to negative growth. Comps will start getting more difficult going foward. RSI is over 70 so overbought, to me the risk/reward here is not in your favor, maybe I will be wrong, but I think it is at Fair value to slightly overvalued with it's recent run, and I personally wouldn't in a million years hold this thing into earnings at these prices, but than again as I always say you never know with earnings. All is just my opinion, and I could always be wrong though.

[nelson1234]

NAII, I still own, although I did sell half so far. I think fair value is around 16 (forward 12.5 p/e), and we are getting close. Question is do you wanna hold, with earnings in a week or so.